Mocobee🍊

投資好き

[Mocobee🍊 @mocobee3]

@tsungrow 😈💛🥔

いつも $MU のオプション分析、見ているよ👀✨

どんどん上を目指してほしい🥺✨

[Mocobee🍊 @mocobee3]

いつの間にか $BTC がまた5万ドル台に突入していましたね🙀

2026年は6万ドル割れは日足の下ヒゲで3回耐えてきた価格帯だけど、実体が確定するのかどうか、見守っています🥺

[落ちるナイフが好き♪急落は相場の華(はな) @ochiru_knife]

❣️ビットコインの日足
スピード調整で若干戻していましたが、今日大きく下げてネックラインを割り、三尊天井になりました。
今までも大きく下げた場合、ボリンジャーバンドの基準辺りまで戻すことが殆ど。
最低限の戻りは達成したので下落トレンドが再開しそうです。
ただストキャスが売られ過ぎですね

[Mocobee🍊 @mocobee3]

@imoDpotato 相場と同時に見逃せないね🥺⚽️

[Mocobee🍊 @mocobee3]

@imoDpotato ずっと上がらなかったから、$60近辺をウロウロするだろうなーって思って🙀🙀

まさか $NVDA みたいな盛り上がりを見せるとは🙀🥔⚽️

[Mocobee🍊 @mocobee3]

@hironya1628 24時間365日取引できるよ🙀

逆に株だと取引できる時間が決まっているから、なんかムズムズするꉂ🤣𐤔

[Mocobee🍊 @mocobee3]

@imoDpotato ヒィーー🙀🙀
今もニギニギしているよ🥺

暗号資産じゃなくて $MU に集中すべきだったか...😭

[Mocobee🍊 @mocobee3]

@hironya1628 今は旬じゃなさそうな雰囲気🙀

24時間取引できるビットコが懐かしく思えてきたり🤭

[Mocobee🍊 @mocobee3]

@ochiru_knife $MU の決算、株のリバとともにビットコも戻しましたね👀

本格下落には上昇が必要とのパターン、だんだん分かってきました☺

日足BB、引き続き見ていきます🫡
今は暗号資産は怖くてさわれていません😂

[Mocobee🍊 @mocobee3]

@mop55mop55 調整が押し目になるのか、下落のトリガーになるのか、注意して見守っていきます🫡⚠️

日本円を持ちたくない欲が日に日に高まって、ポジポジ病になっちゃうよ

[Mocobee🍊 @mocobee3]

@imoDpotato https://t.co/JI2o2CkESn

ｱﾕﾐﾝに相談してたの見つけた😏

[Mocobee🍊 @mocobee3]

@tsungrow 手持ちの米国株のほぼ全てが $MU ...
$MU と一蓮托生なの！
落ちてもらっちゃぁ困りますなぁ🥺

[Mocobee🍊 @mocobee3]

@mop55mop55 お久しぶり💫

去年の10月10日のフラッシュクラッシュ以降、暗号資産への信頼がなくなった気がします🤔

今はAIとか半導体とか実需がある銘柄が伸びまくっているから、投資家はそっちに資金を入れたくなるのかも

[ジャスミン🦋米国株まとめニュース配信 @jasmine17361736]

マイクロン好決算を受け、日経先物も1,500円以上、上昇中⤴️📈😆
原油も60ドル台に❗️追い風🚀

[Mocobee🍊 @mocobee3]

@imoDpotato 久しぶり🥔

投稿していないだけで、めっちゃ元気✌
相場もちゃんと見てるよ

🥔やみんなもいつも通り元気そうでよかった😏

今年も生き残りませう😈

[おるたなてぃぶ🪙 @Alternative498]

だからずーっと言ってるだろ🫪
日足ロングの撤退と資金調達率の改善が出来ない限りアカンと🫪
今頃になって騒がないでくだ🦏

[Mocobee🍊 @mocobee3]

@yuuma_fushigi まさか時価総額でトヨタを抜くとは驚きです😲

大口は確かに、時価総額上位で出来高がある銘柄のほうが投資しやすいですもんね

遅きに失しましたが、ソフトバンクGは先週inして、さっさと売りました😂

メモリ不足と言われていてキオクシアに投資しなかったのは大後悔時代です😊💦

[Mocobee🍊 @mocobee3]

2024年、2025年の暗号資産が大局ではビットコイン一強だったように、株の世界ではソフトバンク、キオクシアに集中して資金が吸われているのね🤔

資金が集中する時代ってことなのか、元々そういうものなのか

[Mocobee🍊 @mocobee3]

@ochiru_knife 落ちるナイフさん、お久しぶりです☺

本垢とサブ垢からいつも投稿を拝見しています

$BTC は2月の「明けの明星」あたりから日足上昇トレンド開始、今、三尊ネックラインまで降りてきましたね！

毎回、売買判断の根拠が書かれていて勉強になります！ありがとうございます🤝

https://t.co/SbKHd2c5Rv

[落ちるナイフが好き♪急落は相場の華(はな) @ochiru_knife]

❣️ビットコインの日足に明けの明星
BTC/USDの日足のチャートに底打ちの際に出現することが多い明けの明星が形成されました。
ボリンジャーバンドも狭まってきており、-2σがサポートになっているので、短期的に上昇する可能性が高いですね。
明けの明星：長い陰線▶️実体の短い線▶️長い陽線

[Mocobee🍊 @mocobee3]

@s501xxww2 久しぶり🥺✨

ずっと見る専で発言していなかったけど、ひっそりと投資は続けていて、相場に向き合っているよ🤝📈

[Mocobee🍊 @mocobee3]

DeFiプロトコルで資金が自由に引き出せない状況が一度でも発生すると、途端に信用を失いますよね。
誰だって、自分の資産を赤の他人の失敗によって失いたくないですもん。

ブロックチェーンの世界ではDeFi市場が衰退し、伝統金融による管理型のプロトコルがますます参入してくるのか気になります。

[Duo Nine ⚡ YCC @duonine]

🚨 I don't think people realize how bad things are at @aave right now.

All core markets are at 100% utilization, that includes $3 bil in USDT and $2 bil in USDC stuck!

That means you CAN'T WITHDRAW your money!

A long post on why and how we ended up here.

When the rsETH exploit happened and AAVE incurred bad debt, whales like Justin Sun, MEXC exchange, and others immediately withdrew billions from AAVE.

This instantly drained all available liquidity in key core markets like ETH, USDT, USDC and so on. Those first to withdraw got out, laggers got trapped.

Initially, the ETH market hit 100% utilization, meaning you could not withdraw your ETH from AAVE.

Worse, this also means the protocol can't process ETH liquidations should ETH price fall/crash. If you can't sell any ETH, you can't liquidate to cover debt obligations.

That means the risk of more bad debt incurred by AAVE is increasing the longer its markets remain stuck.

Nevertheless, users can still sell at a minor loss the aETHwETH tokens on Uniswap or similar aggregators. That exit door is the last one remaining for ETH depositors on AAVE.

The same cannot be said by depositors of USDT and USDC. They are stuck.

That's because AAVE lost over $6 billion in liquidity in the past 24h. As whales took out their money, USDT and USDC also hit 100% utilization.

These markets are now also stuck with money locked. Panic is spreading and desperate times call for desperate measures.

Some users decided to borrow against USDT/USDC and exit via other markets at a 10-25% loss (90-75% LTV). Basically you borrow GHO/DAI/USDe against your locked USDT/C.

But as more liquidity leaves AAVE, more markets get to 100% utilization and get locked/stuck due to low liquidity. This is quickly cascading across all available markets.

Luckily the crypto market was rather flat today so liquidation risks were marginal, but if things change there are billions in stablecoins and other assets locked on AAVE that can't process liquidations = more bad debt for AAVE.

If users or related protocols that are stuck need access to their money to prevent liquidations or other critical function, they have a huge problem on their hands.

Plus, nobody wants to deposit (or provide liquidity) in these markets now since your ETH, BTC, USDC/T could be stuck there for who know how long.

As soon as any available liquidity is made available, it is instantly taken out by bots fighting to get out. As I wrote this I saw 250k in liquidity on USDC vanish in seconds.

Then there is the bad debt question.

There's over $200 mil in bad debt incurred by AAVE via rsETH that's like a hot potato. Nobody knows who will eventually pay this bill.

If you didn't remove your assets from AAVE, you risk receiving at least part of that bill in some form. Not having access to your money is part of that risk too.

Contagion is also extremely high.

Many protocols and apps rely on AAVE for their earn mechanics. These protocols and their users are stuck too and may be forced to incur bad debt with no fault of their own.

October 10th was a CEX driven crash, this is a DeFi risk mitigation failure of epic proportions.

AAVE should have never onboarded rsETH as a collateral asset, at least not to the size of hundreds of millions that allowed the hacker to walk away (i.e. borrow) over $200M in ETH after posting fake collateral.

Rumors on X are saying rsETH was onboarded by AAVE due to a conflict of interest (lobbying) by a given service provider. If true, this is a major failure of its governance structure (nothing new).

The folks at @KelpDAO who manage rsETH also have a tough decision to make on who will actually pay for the $200M exploit. AAVE users? L2 rsETH users? Everyone affected gets a haircut to account for the loss?

The AAVE team and its founder, Stani, have been quiet for over 20h since the exploit after initially announcing the rsETH market freeze.

They have a pretty big problem on their hands since the whole protocol is at risk right now. Trust is already lost as AAVE is bleeding billions in TVL to the level of hitting 100% utilization on all core markets.

Maybe some key actors in the space will step in to provide liquidity to stabilize the markets on AAVE before this gets even worse.

I got lucky to get out of AAVE early when I first saw this. I also removed all assets from DeFi and will not touch any protocol in the next few weeks. Too much risk for a few percentage points in yield.

If you found this informative, like, share, and follow @duonine